Bloomberg Businessweek Bloomberg Businessweek Weekend - March 28th, 2025
10 snips
Mar 28, 2025 
Barry Ritholtz, co-founder of Ritholtz Wealth Management, discusses the importance of staying informed in today's market. Johan Schmitz, CFO of Siemens Healthineers, delves into how tariffs are reshaping global supply chains. Jenny Wood, author of "Wild Courage," offers insights on overcoming workplace fears to achieve ambitions. Allie Anderson, CEO of Craftco, highlights the potential fallout from proposed tariffs on the U.S. spirits industry, emphasizing changing consumer trends and the economic impacts. The conversations are engaging and informative, perfect for those navigating modern business challenges.
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Trump, Markets, and Long-Term Investing
- Trump's genius lies in capturing public attention, amplifying market noise.
- Despite elevated recession odds, long-term investors should focus on portfolio health beyond the current political cycle.
Politics and Investing
- Avoid mixing politics and investing, especially amid heightened uncertainty.
- Focus on long-term portfolio health rather than short-term political chaos.
Ritholtz's Book and Market Mistakes
- Barry Ritholtz's new book, "How Not to Invest," draws from client experiences and market observations over 30 years.
- It includes analysis of past predictions, like a Fortune magazine cover touting Cisco as a must-own stock, which later fell over 90%.
